Jordan Brill is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and RCIS. Brill is also involved with Trinity Financial Group in Omaha, where he focuses on insurance and Medicare-related services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supporting tailored assessments and regular portfolio rebalancing.

Britt Campbell is a financial advisor at Avior Wealth Management, LLC with 25 years of industry experience. He previously worked at Nelson, Van Denburg & Campbell for 10 years and is a managing director and one-third owner of the related wealth management group. Campbell holds Series 63 and Series 65 licenses. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm uses a fundamental investment approach combining direct portfolio management and separately managed accounts, and operates several affiliated businesses including tax and insurance services.

Wendy Swanson is a financial advisor with Sequent Planning, LLC in Omaha, NE, holding a Series 65 designation and five years of industry experience. She has worked at Sequent Planning since 2020 and has been with Senior Market Sales since 2007. Outside of her advisory role, she also operates as an insurance agent, offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of independent advisors using a structured risk framework and diversified strategies.

Brandon Dangler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mutual of Omaha since 2010. Outside of his advisory role, he is also an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Richard Engelmann is a Series 65-licensed financial advisor at First National Advisers, LLC with three years of industry experience. He has been with the firm since 2015. First National Advisers, LLC is a subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income models, managed mutual fund and individual equity strategies, and a team-based wealth service called Private Wealth Reserve.

Brian McGuire is a financial advisor with Geneos Wealth Management, Inc. in Omaha, Nebraska. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Sequoia Wealth Partners and Mcguire Financial Inc., where he is also owner of Mcguire Financial Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Michael Smith is a financial advisor at The Patriot Financial Group, LLC in Omaha, NE, with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Unified Legacy Advisors, LPL Enterprise LLC, J.P. Morgan Securities, and Fidelity Investments. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance and employs a variety of investment strategies, including discretionary portfolio management and third-party manager allocations.

Deborah Grant is a financial advisor at Bridges Investment Management Inc with 32 years of industry experience. She holds a Series 65 designation and has been with Bridges Investment Management since 2000. Grant also serves as Vice President at Bridges Trust Company, where she is involved in relationship and customer service management. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm serves individuals, families, trusts, foundations, corporations, and institutional clients, using a client-driven process focused on long-term fundamental analysis and tailored portfolio strategies.

Jeffrey Casey is a Certified Financial Planner™ with ten years of industry experience. He has worked at SageSpring Wealth Partners since 2016, following brief tenures at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Casey serves as Vice President of a support company affiliated with his team and is CEO of a business that receives passive income from renewal commissions. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers tailored discretionary investment management and consulting services, utilizing a range of investment vehicles and a combination of fundamental and technical analysis.

Reyn Watanabe is a financial advisor with First National Advisers, LLC in Omaha, NE, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera Advisor Networks, Power Life, CWM, LLC DBA Carson Group Holdings, and Cerner Corporation. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. As a wholly owned subsidiary of First National Bank of Omaha, the firm manages approximately $7.3 billion in discretionary assets and offers a team-based Private Wealth Reserve service that employs asset allocation, quantitative and qualitative fund screening, and risk monitoring across a range of investment objectives.

Derek Frahm is a financial advisor with Thrivent Advisor Network, LLC in Omaha, NE. He holds the Series 63 and Series 65 credentials and has experience with Thrivent Investment Management Inc. and several other firms since 2016. Derek is also involved with Ameretail LLC outside of his advisory role. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, utilizing a variety of investment strategies including low-cost mutual funds, ETFs, and independent managers.

Brett Murray is a CFP®-certified financial advisor at SageSpring Wealth Partners in Omaha, NE, with five years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Carson Group. Murray also supports lead advisor Matt Atchison with client relationships and business development. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized discretionary investment management, financial planning, and consulting services. The firm combines multi-team scale with a variety of investment strategies and provides access to OCIO and TAMP programs alongside traditional wealth management.

Shelby Bruckner is a CFP® professional with 13 years of industry experience, currently serving at Bridges Investment Management Inc. Prior to joining Bridges, Shelby held positions at Equitable Advisors, Axa Advisors, and Northwestern Mutual in various roles spanning from 2012 to 2020. Shelby is also an officer of Bridges Trust Company, contributing to portfolio management activities. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, providing services including investment management, financial planning, and pension consulting to a diverse client base. The firm follows a client-driven, long-term investment process grounded in fundamental analysis and offers expanded services such as fiduciary retirement plan advice, trustee arrangements, and private fund management.

Tucker Webber is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds Series 66 and Series 65 designations and has previously worked at Orion Portfolio Solutions, LLC, Cls Investments, LLC, and Securities America Advisors, Inc. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is noted for its scale and breadth of institutional work, managing approximately $9.45 billion across 154 advisors.

Patrick Sittner is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CWM, LLC and TS Bank. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high‑net‑worth households, trusts, retirement plans, and institutional accounts, utilizing a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Brian Brashaw is a financial advisor at Merit Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ladenburg Thalmann & Co. and TD Ameritrade. Outside of advising, he is the founder of 401Kurator, a venture focused on event planning, consulting, public speaking, and freelance writing, though it has not yet commenced formal operations. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors flexibility in portfolio management.

Sarah Werner is a financial advisor with Ausdal Financial Partners, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Mint Hill Wealth Management, ChangePath, LLC, L & L Advisors, Kansas State University, and Mitchell Technical Institute. She also manages insurance services through Mint Hill Insurance Services, dedicating approximately 10 hours per month to servicing client insurance policies. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.

Jared Good is a CFP® professional with four years of industry experience, currently serving at Mutual Of Omaha Investor Services, Inc. He has worked at Mutual of Omaha since 2021 and has a background that includes eight years with Omaha Public Schools. Jared is also licensed as an insurance agent specializing in health and life insurance. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Brian Dudley is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at TD Waterhouse Investor Services, Inc. from 1999 to 2021 and has been with several affiliated firms since 2021. Outside of his advisory work, he is involved as a member and owner in real estate rental property ventures. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate accounts.

Joseph Hefflinger is a financial advisor at Lutz Financial in Omaha, NE, holding the CFP® designation with 14 years of industry experience. He has been with Lutz Financial since 2015. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.